Purchases and Sales Made in Q4 2022 in Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU) during Q4 2022. The information is specifically focused on institutions that hold shares of INTUIT INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-795- 10.97% |
$283K - $344K
|
6.45K
$3.88M
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-803- 3.49% |
$286K - $347K
|
22.2K
$13.4M
|
|
Feb 13, 2023
Q4 2022
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-819- 7.5% |
$292K - $354K
|
10.1K
$6.07M
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-826- 51.27% |
$294K - $357K
|
785
$472K
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-830- 13.61% |
$296K - $359K
|
5.27K
$3.17M
|
|
Feb 13, 2023
Q4 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-843- 47.44% |
$301K - $364K
|
934
$562K
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-848- 17.44% |
$302K - $366K
|
4.01K
$2.41M
|
|
Jan 25, 2023
Q4 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-858- 2.86% |
$306K - $371K
|
29.1K
$17.5M
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-878- 16.8% |
$313K - $379K
|
4.35K
$2.62M
|
|
Feb 10, 2023
Q4 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-887- 3.68% |
$316K - $383K
|
23.2K
$14M
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-893- 4.5% |
$318K - $386K
|
18.9K
$11.4M
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-899- 20.98% |
$320K - $388K
|
3.39K
$2.04M
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-911- 5.27% |
$325K - $394K
|
16.4K
$9.86M
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-913Closed |
$325K - $394K
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-931- 6.92% |
$332K - $402K
|
12.5K
$7.53M
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-933- 50.9% |
$333K - $403K
|
900
$541K
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-953- 42.54% |
$340K - $412K
|
1.29K
$774K
|
|
Feb 01, 2023
Q4 2022
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1K- 6.91% |
$356K - $432K
|
13.5K
$8.11M
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
SELL
|
- |
-1.02K- 26.81% |
$362K - $439K
|
2.77K
$1.67M
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
SELL
|
- |
-1.03K- 8.1% |
$367K - $445K
|
11.7K
$7.03M
|
|
Jan 18, 2023
Q4 2022
|
Congress Asset Management CO
|
SELL
|
- |
-1.07K- 0.52% |
$381K - $461K
|
204K
$123M
|
|
Jan 13, 2023
Q4 2022
|
Copeland Capital Management, LLC
|
SELL
|
- |
-1.07K- 5.48% |
$381K - $462K
|
18.5K
$11.1M
|
|
Feb 08, 2023
Q4 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-1.08K- 5.07% |
$384K - $465K
|
20.2K
$12.1M
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.1K- 38.5% |
$390K - $473K
|
1.75K
$1.05M
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.1K- 3.3% |
$392K - $475K
|
32.2K
$19.4M
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1.12K- 12.93% |
$401K - $486K
|
7.57K
$4.55M
|
|
Feb 13, 2023
Q4 2022
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-1.14K- 1.44% |
$406K - $492K
|
78K
$46.9M
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-1.16K- 2.09% |
$414K - $501K
|
54.4K
$32.7M
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.16K- 6.49% |
$415K - $503K
|
16.8K
$10.1M
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.16K- 49.51% |
$415K - $503K
|
1.19K
$714K
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.18K- 13.09% |
$419K - $508K
|
7.81K
$4.7M
|
|
Feb 14, 2023
Q4 2022
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-1.18K- 3.82% |
$421K - $510K
|
29.7K
$17.9M
|
|
Feb 14, 2023
Q4 2022
|
Vetamer Capital Management, L.P.
San Francisco, CA |
SELL
|
- |
-1.19K- 22.69% |
$425K - $515K
|
4.07K
$2.45M
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.22K- 18.46% |
$435K - $527K
|
5.39K
$3.24M
|
|
Feb 10, 2023
Q4 2022
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-1.26K- 8.59% |
$451K - $546K
|
13.5K
$8.09M
|
|
Feb 09, 2023
Q4 2022
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-1.28K- 3.43% |
$457K - $554K
|
36.1K
$21.7M
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.31K- 12.81% |
$466K - $565K
|
8.9K
$5.35M
|
|
Feb 14, 2023
Q4 2022
|
Resonate Capital, LLC
San Francisco, CA |
SELL
|
- |
-1.32K- 9.86% |
$472K - $572K
|
12.1K
$7.28M
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.34K- 7.78% |
$478K - $579K
|
15.9K
$9.55M
|
|
Jan 18, 2023
Q4 2022
|
Mckinley Capital Management LLC
|
SELL
|
- |
-1.36K- 7.31% |
$484K - $586K
|
17.2K
$10.3M
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.36K- 6.51% |
$484K - $587K
|
19.5K
$11.7M
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.36K- 2.88% |
$485K - $588K
|
46K
$27.7M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.4K- 9.14% |
$499K - $605K
|
13.9K
$8.37M
|
|
Feb 14, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.43K- 0.14% |
$509K - $617K
|
989K
$595M
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-1.43K- 30.05% |
$510K - $619K
|
3.33K
$2.01M
|
|
Feb 13, 2023
Q4 2022
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-1.45K- 23.45% |
$515K - $625K
|
4.72K
$2.84M
|
|
Feb 14, 2023
Q4 2022
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-1.46K- 21.86% |
$522K - $632K
|
5.23K
$3.15M
|
|
Feb 06, 2023
Q4 2022
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-1.47K- 66.73% |
$525K - $637K
|
735
$442K
|
|
Feb 14, 2023
Q4 2022
|
Eulav Asset Management
|
SELL
|
- |
-1.51K- 1.2% |
$537K - $651K
|
125K
$74.9M
|
|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.54K- 51.61% |
$548K - $665K
|
1.44K
$867K
|